Latest Institutional Purchases of Ishares Tr Core Moderate Alloc (AOM)
This list provides information on the latest institutional transactions involving Ishares Tr Core Moderate Alloc (AOM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
18.9K+ 87.15% |
$811K - $844K
|
40.6K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.8KNew |
$637K - $664K
|
14.8K
$708K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.14KNew |
$221K - $230K
|
5.14K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.71KNew |
$202K - $211K
|
4.71K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.38KNew |
$145K - $151K
|
3.38K
$161K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.77KNew |
$76K - $79.2K
|
1.77K
$84.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.24KNew |
$53.1K - $55.3K
|
1.24K
$59K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.2KNew |
$51.5K - $53.7K
|
1.2K
$57.2K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.19KNew |
$51.1K - $53.2K
|
1.19K
$56.8K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
900New |
$38.6K - $40.2K
|
900
$42.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
369New |
$15.8K - $16.5K
|
369
$17.6K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
264New |
$11.3K - $11.8K
|
264
$12.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
234New |
$10K - $10.5K
|
234
$11.2K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
209New |
$8.97K - $9.34K
|
209
$9.97K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
145+ 2.16% |
$6.22K - $6.48K
|
6.84K
$326K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
70New |
$3.01K - $3.13K
|
70
$3.34K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
65New |
$2.79K - $2.91K
|
65
$3.1K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
34+ 0.7% |
$1.46K - $1.52K
|
4.87K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$1.29K - $1.34K
|
30
$1.43K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$172 - $179
|
4
$191
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
101KNew |
$4.38M - $4.54M
|
101K
$4.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
31.3KNew |
$1.36M - $1.41M
|
31.3K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
12.3KNew |
$534K - $554K
|
12.3K
$586K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6KNew |
$462K - $479K
|
10.6K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.44KNew |
$323K - $335K
|
7.44K
$355K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.91KNew |
$257K - $266K
|
5.91K
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.23KNew |
$140K - $146K
|
3.23K
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2.88KNew |
$125K - $130K
|
2.88K
$137K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.47KNew |
$107K - $111K
|
2.47K
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.04KNew |
$88.6K - $91.9K
|
2.04K
$97.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.93KNew |
$83.9K - $87K
|
1.93K
$92.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.06K+ 2.57% |
$46.1K - $47.8K
|
42.5K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
902New |
$39.2K - $40.6K
|
902
$43K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
356New |
$15.5K - $16K
|
356
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
60+ 0.85% |
$2.61K - $2.7K
|
7.09K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
55+ 2.02% |
$2.39K - $2.48K
|
2.78K
$133K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
33+ 0.58% |
$1.43K - $1.49K
|
5.7K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
22+ 2.08% |
$956 - $991
|
1.08K
$51.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 2.34% |
$348 - $360
|
350
$16.7K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1New |
$43.4 - $45.1
|
1
$47.7
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94K+ 1808.5% |
$4.01M - $4.25M
|
99.2K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
11.7KNew |
$497K - $526K
|
11.7K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8KNew |
$460K - $488K
|
10.8K
$515K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.7KNew |
$457K - $484K
|
10.7K
$511K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.15K+ 17.62% |
$262K - $278K
|
41K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.83KNew |
$249K - $263K
|
5.83K
$278K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.53KNew |
$193K - $205K
|
4.53K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.03KNew |
$129K - $137K
|
3.03K
$144K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.21KNew |
$94.3K - $99.9K
|
2.21K
$105K
|
|